Johnson Financial Group Inc (Wisconsin)’s SEI Investments SEIC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio SEIC Stock Details SEIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-511	Closed	-$39.7K	–	878
2025 Q1	$39.7K	Buy	+511	New	+$41.1K	﹤0.01%	654
2024 Q1	–	Sell	-2	Closed	-$129	–	971
2023 Q4	$129	Buy	+2	New	+$117	﹤0.01%	893
2022 Q1	–	Sell	-1,614	Closed	-$98K	–	795
2021 Q4	$98K	Sell	1,614 -233	-13%	-$14.4K	0.01%	369
2021 Q3	$110K	Hold	1,847	–	–	0.01%	321
2021 Q2	$114K	Sell	1,847 -2,058	-53%	-$128K	0.01%	328
2021 Q1	$238K	Buy	+3,905	New	+$229K	0.02%	251
2019 Q3	–	Sell	-373	Closed	-$21K	–	596
2019 Q2	$21K	Buy	+373	New	+$20.1K	﹤0.01%	402

Other funds holding SEIC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return